PPC Performance Audit

Purpose

The PPC Performance Audit combines two types of audit templates: performance reports and systems/settings checks. The performance reports highlight how results differ dependent on certain targeting methods or ad types for example. These can be be used to identify anomalies in results and/or drive possible optimizations. The three performance reports include: 

  • Performance by Device Type
  • Performance by Ad Type
  • Search Term Performance 

The systems/settings checks indicate when certain elements in a campaign are not up to best practice. The two settings/system checks include:  

  • Number of Active Ad per Ad Group
  • Number of Active Ad per Ad Set

This report will default to showing all accounts you have associated with your datasources linked to Shape. To filter this report to show one client, you'll need to filter by your client's ad account names (as they are named in the ad platforms). Please see the "Filtering by Account" section below for more information.

NOTE: This audit template requires PREMIUM data views to work properly. Premium data views are not part of our free data views. Follow step 2 below to enable Premium data views, but please note you will be charged Shape ADI pricing.

 

Creating a New PPC Performance Audit 

NOTE: If you have not used BigQuery or Data Studio before, you will need to grant access to these tools when creating your first report. 

1. If you have not already, add ad platform data sources to Shape. Then, activate your Shape Data Warehouse and make sure your email has been granted permission to access it

2. Once your data warehouse is live, navigate to the Data Warehouse that lists all available data views. Enable new views by clicking the checkbox next to the View name, and the pencil (edit) icon. Switch Status to Enabled.

  • You'll need to enable the following 5 premium views (if they are not enabled already):
    • _daily__device_campaigns
    • _daily_ads
    • _daily_adgroups
    • _daily_adsets
    • search_terms

3. Click on the the PPC Performance Audit template in Google Data Studio (IMPORTANT: This template is not available via the Shape platform's Report Templates section. We will update this document when it is.)

4. Ensure you are signed in with a Google login. If you do not have a google account, sign up for one for free or contact support@shape.io for further assistance. 

5. Once on the PPC Performance Audit template, make copy of report using the copy button in the upper right-hand corner.

 

 

6. You'll be asked to choose "New Data Sources." Do not leave the existing data source in the "New Data Source Column." Instead, click the dropdown with the name of the first data source, "daily__device_campaigns." 

 

 

 

 

 

 

 

 

 

 

 

7. At the very bottom of the dropdown, click "Create New Data Source" link. 

 

 

 

 

 

 

 

 

 

8. Select "BigQuery." Grant BigQuery permissions as needed.

9. From the "My Projects" list, select "shape-warehouse-####"

10. Select the "compiled_views" dataset and the "_daily__device_campaigns" table. 

11. Click "Connect" in the upper right-hand corner of the screen.

12. On following screen, click "Add to Report" in the upper-right-hand corner of the screen.

13. Repeat steps 5-10, 4 additional times matching the name of the "old" view to the "new" view you are adding.  You may need to scroll to add all new views. You should be adding the following 4 views: 

  • _daily_ads
  • _daily_adgroups
  • _daily_adsets
  • search_terms

 

14. Once all 5 new views are added. Click "Copy Report."

 

Filtering by Account

It is possible to filter this audit template to show only one ad account's data at a given time. To filter this report, follow the steps below.

1. After you've made a copy of this report, click File-->Report Settings.

2. On the menu that appears, select "+ Add a Filter"

3. Name your filter as desired. We suggest using the client's name in the filter at a minimum to differentiate it.

4. Select:

  • Include/Exclude: "Include"
  • Select a Field: "name_account" 
  • Select a Condition: Select the appropriate condition (typically "Equal to (=)" or "Contains") 
  • Example: value:  Enter account name

5. Save. Confirm data has been filtered properly.

6. Replace/remove branding as desired on report, and click "+Share" -> "Invite People" to share with your clients.

 

Video Walkthrough - Filtering by Account

Expand to full-screen for best viewing experience.

 

Troubleshooting

Please see the “Troubleshooting Shape Data Studio Templates” article for additional help.